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Biotech / Medical : Trickle Portfolio -- Ignore unavailable to you. Want to Upgrade?

To: Crossy who wrote (712)	6/28/2001 12:08:42 PM
From: tuck	Read Replies (1) \| Respond to of 1784

Welcome to the thread, Crossy, Now that you know my rather vague trickle parameters, feel free to make further suggestions or comments. Can never get enough help here. And that's not whining, audience, just noting the amount of info out there. Help sure has assisted BLUE HP. Anyhow. Trickle is getting antsy about MCLS. It is in a band of resistance. Someone large has been positioning during this run. How much longer will it go on? They said they were working on deals, and indeed, they have delivered. How many are left in the near future? Can't say, but Trickle sees near-term risk/reward getting iffy here. Trickle blows out all remaining 1000 shares of MCLS at $5.05. Looking to put it to use in AFFX, maybe WAT or more DPII & QGENF or ? Ideas for the rally, anyone? Cheers, Tuck

To: Crossy who wrote (712)	6/28/2001 3:26:07 PM
From: PuddleGlum	Read Replies (1) \| Respond to of 1784

Great to have you on board, Crossy. Remember a year or so ago when I suggested that you might want to do with biotech what you were doing with optics and semis? Tuck has done right well with that task, coming from a person who saw the sector potential to someone who is increasingly knowledgeable of the science involved and who does a darn good job of investigating the financials and business outlook of a lot of these companies. Meanwhile, I just lurk and soak it in ... and enjoy Tuck's rock climbing photos along the way.